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— Why FieldAx

You Didn't Start a
Field Service Business
to Spend Half Your Day

Fixing Your Own System

FieldAx is the platform that ties your office, your crew, and your customers together in one place — so you can run more jobs, get paid faster, and stop managing the software instead of the business.

No credit card required.

A Day in the Life

Before FieldAx, Every Day Felt Like This

If any of these moments sound familiar, you’re not running your business wrong. You’re just running it on tools that weren’t built for this.

The Change

What If Your Business Ran Like It Should?

FieldAx connects every part of your operation — so your mornings start with a schedule that’s already set, your techs have everything they need before they leave home, your office sees every job in real time, and payment arrives the same day the work is done.If any of these moments sound familiar, you’re not running your business wrong. You’re just running it on tools that weren’t built for this.

Office and field, connected
Quotes sent in the driveway
Paid the same day
Live job visibility
No extra Salesforce license
Scales as you grow

What You Get

Here's Exactly What Changes When You Switch to FieldAx

Not a feature list. A clear picture of what your team gains — the day you go live.

Every Role, Covered

One Platform. Every Person on

Your Team Gets What They Need.

FieldAx is built so the office, the field, management, and your customers all have exactly what they need  without stepping on each other’s workflow.

🖥️
OFFICE & ADMIN

Dispatch and Operations

  • Book, schedule, dispatch from one screen
  • Full customer records and job history
  • Automated reminders to cut inbound calls
  • Invoices and payments without leaving the app
  • Live crew location and job status
🔧
FIELD TEAM

Technicians and Crews

  • Route and jobs on their phone before they leave
  • Full job details and customer notes on-site
  • Photos, checklists, and e-signatures in-app
  • Invoice and collect payment on the spot
  • Live updates to the office — automatically
📊
OWNERS & MANAGEMENT

Business Leaders

  • Live dashboard across every crew and job
  • Revenue, productivity, and performance data
  • Custom reports without exporting to Excel
  • AppExchange integrations and customization
  • Full audit trail and compliance documentation
👤
YOUR CUSTOMERS

The Client Experience

  • Online booking and self-service scheduling
  • Automated confirmations and arrival reminders
  • Digital quote approval and e-signature
  • Invoice viewing and online payment
  • Service history access anytime
THE INFRASTRUCTURE BEHIND FIELDAX

Enterprise-Grade Power. No
Extra Salesforce License.

FieldAx is built natively on the Salesforce platform — meaning you get the same security, data infrastructure, and integration ecosystem that Fortune 500 companies rely on. And unlike buying Salesforce Field Service directly, FieldAx doesn't require a separate Salesforce subscription on top. All the power. None of the extra cost.

🔐
FieldAx operates independently of Salesforce licenses — you get the platform benefits without paying for them separately.
🛡️

Enterprise-Grade Security

Your data protected by Salesforce infrastructure

🔌

AppExchange Integrations

Connect 3,000+ apps without custom dev work

⚙️

Fully Customizable

Custom objects, fields, flows, and workflows

📈

Grows With Your Business

From 2 techs to 200 — same platform, same data

INDUSTRIES WE SERVE

Your Trade Is Already Built In

Deep workflows and trade-specific terminology built in for each industry — not a generic tool every business has to bend into shape.

You are one click away from your customized FieldAx demo!

Elevate and optimize your healthcare field operations with FieldAx Field Service Software

Experience the power of field service software tailored to meet the requirements of the contemporary HVAC industry. Say goodbye to paperwork and manual errors, and embark on the journey of workflow automation today.

FieldAx Field Service Software empowers businesses to efficiently trace work orders, dispatch them to field workers, and monitor job progress from the back office. Creating, tracking, and invoicing become a seamless and straightforward process.

Boost the return on investment (ROI) for your Pest Control business with a cost-effective Field Service Management Software solution.

FieldAx offers a wide array of remarkable features that not only save you valuable time, money, and effort but also make it an excellent choice for managing your Fire Protection and Fire Safety business. It provides users with a unified platform to efficiently manage all tasks, sites, and personnel, eliminating the challenges often encountered in fire safety and protection operations. FieldAx serves as a comprehensive solution for security, alarm, and fire prevention system providers, making it your one-stop destination for all your needs in this field.

Efficiently optimize your CCTV work order management, job scheduling, field workers, contracts, equipment, and tools using FieldAx field service management software. Respond promptly to customer requests and dispatch your CCTV surveillance technicians with ease.

Experience the power of Field Service Management Software for Locksmiths, designed to meet the needs of modern locksmith businesses. Eliminate paperwork, reduce errors, and embrace workflow automation today!

Keep your handyman business organized, efficient, and profitable with our all-in-one handyman software. Streamline scheduling, job management, invoicing, and more—all from a single platform.

Optimize your electrical business with all-in-one field service software, helping you manage jobs, get paid faster, boost team productivity, grow your revenue, and improve customer satisfaction.

Transform your plumbing business with intelligent scheduling software. Schedule and dispatch the right plumber for every job in seconds—boost efficiency and grow your profits.

Simplify your carpet cleaning operations with FieldAx. Schedule jobs, assign technicians, track service progress, and manage invoicing—all from one easy-to-use platform.

Optimize your air duct cleaning operations with FieldAx. Schedule service appointments, dispatch technicians, track job progress, and manage every service request from a single platform.

Manage your roofing business with confidence using FieldAx. Schedule inspections, assign crews, track project progress, and keep every roofing job on time and on budget.

Keep your lawn care business running efficiently with FieldAx. Schedule recurring services, assign crews, track job progress, and manage customer requests from one easy-to-use platform.

Boost the efficiency of your garage door business with FieldAx Field Service Software. Manage work orders, coordinate field teams, track service completion, and deliver faster, more reliable customer service.

Crafted to industry excellence

With a deep understanding of the requirements for success at each business stage, FieldAx Advisor provides expert guidance through proven workflows and best practices that propel your business to new heights.

Our trusted customers

What FieldAx Users Are Saying?

Our Unparalleled Features

FieldAx Field service management encompasses a wide range of features. With FieldAx, businesses can streamline their daily operations, automate tasks, simplify overall processes, and reduce the need for micromanagement. These improvements can lead to higher customer satisfaction and, ultimately, increased revenue.

Explore FieldAx's capabilities with a Simple Click! 👇

You are one click away from your customized FieldAx demo!

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